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PROJECTS

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Our work focuses on building, improving and transacting

BUILD

Build

Growth Strategy

Business Design
Innovation Strategy
New Venture Development
Customer Insights
Value Constellations
Scenario Planning

Product Development

Product Design & Rollout
Concept Testing
Market Research
Pricing & Revenue Models
Customer Experience
Competitive Assessments

Marketing & Sales

Branding & Positioning
Digital Marketing
Omnichannel Strategy
Customer Segmentation
Partnerships & JVs

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IMPROVE

Improve

Performance Alignment

Best Practice Benchmarking
Peer Group Comparisons
Gap Assessments
Expense Reduction
Procurement & Sourcing
Business Process Redesign
Store Location & Optimization

Organization

Organizational Design
Spans & Layers
Change Management
Compensation & Incentives
Performance Measurement
Go-to-Market Structure

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TRANSACT

Money

Mergers & Acquisitions

Investment Sourcing & Screening
Due Diligence
Transaction Structuring
Merger Integration
Divestitures
Opportunity Assessment
Market Validation
Pro Forma Assessment
Buy vs. Build Analyses
Financial Planning & Analysis

Fund Investments

Control vs. Minority Positions
Capital Structure
Performance Gates
Board Support & Participation
Operational Assistance
Interim Management Resources

Photo by Sue Shimomura

Sample projects

Financial Services

Private Bank

Private Banking Launch

We led the design and development of a new Private Banking program for a regional bank, to expand relationships with their core business account customers.
  

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Investment

Investment Product Innovation

Silver Ridge Advisors drove the development of a new personal investment product for a top 3 online securities brokerage, combining equity index exposure with fixed income liquidity.

Photo by Dick Thomas Johnson

Brokerage

Brokerage Performance Improvement

Our team led a company-wide organic growth and performance improvement program for a top 5 U.S. securities brokerage, resulting in overall higher profitability and growth driven by expanded offerings.

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MEDIA & TECHNOLOGY

Stock Trading

Financial Technology Innovation

Worked with a top 3 online securities brokerage to develop a personal financial site that focused on user experience and capture of data for an underlying analytics engine.

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Digital

Digital Advertising Sales

A top 5 search and content company engaged us to restructure the national ad sales organization to align with market growth in video, mobile and enterprise tech.

Photo by Ruth Flickr

Digital content

Digital Content Redesign

Helped to overhaul the business and content models of the largest online local news site, increasing traffic and revenue with lower expenses.

Photo by John Karakatsanis

CONSUMER PRODUCTS & RETAIL

Beverage

Specialty Beverage Launch

Assisted a specialty beverage company with the launch of a new line by validating the market opportunity, building an operations and distribution plan, and developing a long-term growth strategy.

Photo by Benson Kua

Seat Covers

Home Furnishings NewCo

Built a high growth de novo business by leading the business strategy, product development and website implementation activities, and are continuing to drive ongoing performance improvement.

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Mall

Retail Chain Optimization

We performed a performance improvement analysis for a national apparel retailer focused on store segmentation, pricing, merchandising, and omni-channel strategies.
  

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HEALTHCARE

Microbial

NewCo Design & Launch

We led the business design and commercial validation of a hospital antimicrobial stewardship business, built on the intellectual property of a top 5 pharma company.
 

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Clinical

Clinical Diagnostics Development

A multinational health diagnostics company engaged us to drive product innovation and access new markets, clinical applications, and business opportunities.
 

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Pharma

Pharma Innovation Strategy

Developed a business strategy for the innovation division of a top 5 pharma company, focused on launching new integrated care delivery and technology-enabled health service offerings.

Photo by epSos .de

INDUSTRIALS

Oil recycling

Waste Oil Recycling

Helped a waste oil recycling company develop a staged growth plan to become a national player, including a sales and marketing strategy, five year financial model and capital structure alternatives.

Photo by Joan Sorola

Track & Trace

Track & Trace Technologies

Engaged by a multinational chemicals conglomerate to develop and implement an expansion plan into track and trace technologies with secure supply chain military applications.

Photo by Nick Saltmarsh

Food & Vending

Food and Vending Logistics

Worked with a regional food and vending company to develop a growth plan that capitalized on efficient logistics, smart vending machines and remote inventory control.
 

Photo by Erik Söderström

PRIVATE EQUITY & CORPORATE M&A

Hospital

Healthcare Venture Fund

We were engaged as an investment and operating partner to a top 5 pharma company VC fund, focused on diagnostics, devices, health IT and analytics.

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Merger

Bank Merger Integration

Supported the merger integration of two regional banks, focused on product alignment, elimination of redundancies, performance forecasting and organizational design.

Photo by Martin Fisch

Acquisitions

Strategic Acquisitions

Developed and implemented a strategic acquisitions program for a multinational printing and security conglomerate to expand into new industrial technologies.

Photo by Nicola

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